Stock Transactions — PATHWARD FINANCIAL INC.

Total Bought
1,536,726
89 transactions
Total Sold
2,219,385
112 transactions
Net
-682,659
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0352,990+352,9900.000.05+0.05buy
FMR LLC1,748,3301,857,885+109,5550.010.01-0.00buy
MILLENNIUM MANAGEMENT LLC55,445139,278+83,8330.000.01+0.00buy
AMERICAN CENTURY COMPANIES INC340,054419,142+79,0880.010.01+0.00buy
Qube Research & Technologies Ltd58,927112,329+53,4020.010.01+0.00buy
Assenagon Asset Management S.A.22,04773,351+51,3040.000.01+0.01buy
TWO SIGMA INVESTMENTS, LP41,25089,191+47,9410.010.01+0.01buy
Trexquant Investment LP20,02265,868+45,8460.020.07+0.04buy
Anthracite Investment Company, Inc.041,564+41,5640.001.06+1.06buy
Pathstone Holdings, LLC040,475+40,4750.000.01+0.01buy
ExodusPoint Capital Management, LP037,030+37,0300.000.02+0.02buy
CITADEL ADVISORS LLC44,63677,083+32,4470.000.00+0.00buy
TWO SIGMA ADVISERS, LP21,60053,800+32,2000.000.01+0.00buy
ALGERT GLOBAL LLC12,11443,901+31,7870.030.09+0.06buy
FRANKLIN RESOURCES INC13,24240,517+27,2750.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.18,56941,304+22,7350.000.01+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC021,531+21,5310.000.05+0.05buy
GEODE CAPITAL MANAGEMENT, LLC635,868657,248+21,3800.000.00-0.00buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC54,87376,008+21,1350.010.01+0.00buy
Semanteon Capital Management, LP020,798+20,7980.000.67+0.67buy
Epoch Investment Partners, Inc.249,886269,425+19,5390.060.06+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS23,33242,699+19,3670.000.00+0.00buy
GSA CAPITAL PARTNERS LLP15,76732,878+17,1110.070.13+0.06buy
Boston Partners016,392+16,3920.000.00+0.00buy
Quantbot Technologies LP58615,196+14,6100.000.04+0.04buy
Cubist Systematic Strategies, LLC50,03364,377+14,3440.030.04+0.00buy
BNP PARIBAS FINANCIAL MARKETS12,13626,317+14,1810.000.00+0.00buy
Cynosure Group, LLC013,046+13,0460.000.12+0.12buy
BOOTHBAY FUND MANAGEMENT, LLC012,949+12,9490.000.02+0.02buy
MARSHALL WACE, LLP9,58722,073+12,4860.000.00+0.00buy
Engineers Gate Manager LP7,93218,462+10,5300.010.02+0.01buy
Jump Financial, LLC010,387+10,3870.000.01+0.01buy
FIRST TRUST ADVISORS LP62,17972,416+10,2370.000.00+0.00buy
CORSAIR CAPITAL MANAGEMENT, L.P.09,866+9,8660.000.14+0.14buy
ENCOMPASS WEALTH ADVISORS, LLC09,472+9,4720.000.13+0.13buy
Sigma Planning Corp09,459+9,4590.000.02+0.02buy
Gallacher Capital Management LLC08,114+8,1140.000.21+0.21buy
INCEPTIONR LLC08,093+8,0930.000.11+0.11buy
OCCUDO QUANTITATIVE STRATEGIES LP07,930+7,9300.000.07+0.07buy
TEACHER RETIREMENT SYSTEM OF TEXAS24,59932,497+7,8980.010.01+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC307,377315,146+7,7690.000.00-0.00buy
ROYCE & ASSOCIATES LP07,575+7,5750.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL8,21015,656+7,4460.010.01+0.00buy
MARTINGALE ASSET MANAGEMENT L P18,78825,997+7,2090.020.03+0.01buy
HARBOR CAPITAL ADVISORS, INC.07,022+7,0220.000.05+0.05buy
DARK FOREST CAPITAL MANAGEMENT LP06,967+6,9670.000.06+0.06buy
Vinva Investment Management Ltd78,72785,300+6,5731.922.32+0.40buy
BOKF, NA4,86011,283+6,4230.010.01+0.01buy
DEERFIELD MANAGEMENT COMPANY, L.P.06,188+6,1880.000.01+0.01buy
MERCER GLOBAL ADVISORS INC /ADV9,18015,092+5,9120.000.00+0.00buy
CITIGROUP INC43,96249,776+5,8140.000.00-0.00buy
Verition Fund Management LLC04,919+4,9190.000.00+0.00buy
Schonfeld Strategic Advisors LLC04,580+4,5800.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC04,037+4,0370.000.00+0.00buy
Corton Capital Inc.04,019+4,0190.000.07+0.07buy
nVerses Capital, LLC03,700+3,7000.000.45+0.45buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM7,65310,963+3,3100.000.00+0.00buy
Orchard Capital Management, LLC187,463190,003+2,5403.112.81-0.29buy
CANADA LIFE ASSURANCE Co34,78136,353+1,5720.000.00-0.00buy
Point72 Asset Management, L.P.4,3005,700+1,4000.000.00+0.00buy
Point72 Asia (Singapore) Pte. Ltd.1,7943,191+1,3970.020.04+0.02buy
EntryPoint Capital, LLC01,176+1,1760.000.05+0.05buy
WELLS FARGO & COMPANY/MN8,3479,402+1,0550.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/8,2179,180+9630.000.00-0.00buy
Amundi3,3364,274+9380.000.00+0.00buy
SIMPLEX TRADING, LLC118822+7040.000.00+0.00buy
TD ASSET MANAGEMENT INC14,20014,900+7000.000.00-0.00buy
FEDERATED HERMES, INC.95697+6020.000.00+0.00buy
Allspring Global Investments Holdings, LLC4,9425,498+5560.000.00-0.00buy
NEW YORK STATE COMMON RETIREMENT FUND36,29036,756+4660.000.00-0.00buy
GRIZZLYROCK CAPITAL, LLC193,400193,800+4007.698.03+0.34buy
ALPS ADVISORS INC6,4396,837+3980.000.00-0.00buy
ProShare Advisors LLC4,9015,247+3460.000.00-0.00buy
Diversified Trust Co7,4727,777+3050.010.01-0.00buy
HRT FINANCIAL LP22,75623,051+2950.010.01-0.00buy
Illinois Municipal Retirement Fund14,68814,900+2120.010.01-0.00buy
West Tower Group, LLC8,2818,490+2090.891.29+0.40buy
SummerHaven Investment Management, LLC14,25914,440+1810.480.46-0.03buy
CWM, LLC249419+1700.000.00+0.00buy
SG Americas Securities, LLC3,1213,225+1040.000.00-0.00buy
Quarry LP0100+1000.000.00+0.00buy
Fortitude Family Office, LLC057+570.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB3582+470.000.00+0.00buy
UMB Bank, n.a.013+130.000.00+0.00buy
HighTower Advisors, LLC4,6824,691+90.000.00-0.00buy
Sage Capital Advisors,llc41,01141,018+70.700.60-0.10buy
Avior Wealth Management, LLC05+50.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC05+50.000.00+0.00buy
D. E. Shaw & Co., Inc.46,66546,669+40.000.00-0.00buy
Ameritas Investment Partners, Inc.2,7302,73000.010.00-0.00hold
PRAXIS INVESTMENT MANAGEMENT INC6,7506,75000.030.02-0.00hold
FIRST COMMUNITY TRUST NA90090000.050.04-0.01hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO707000.000.00-0.00hold
LAZARD ASSET MANAGEMENT LLC6,2506,25000.000.00-0.00hold
JUPITER ASSET MANAGEMENT LTD187,799187,79900.100.09-0.01hold
PRINCIPAL SECURITIES, INC.212100.000.00-0.00hold
EMERALD MUTUAL FUND ADVISERS TRUST16,57216,57200.050.04-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)6,3676,36700.000.00-0.00hold
Handelsbanken Fonder AB4,5004,50000.000.00-0.00hold
KBC Group NV97297200.000.00-0.00hold
Page 1 of 3